San Diego Charitable Real Estate Foundation logo

San Diego Charitable Real Estate Foundation

Public charity · Grantmaker San Diego, CA EIN: 33-0701029 Website

The exempt purpose of San Diego Charitable Real Estate Foundation is to support san diego foundation in its mission to promote and increase responsible and effective philanthropy by accepting, managing and marketing real estate gifts. San Diego Charitable Real Estate Foundation also provides selected real estate services to other nonprofit organizations within the san diego community, thus furthering the mission of san diego foundation.

Key facts about San Diego Charitable Real Estate Foundation

In short: San Diego Charitable Real Estate Foundation gave $6.4M across 1 grant in 2025 (avg $6.4M), mostly in California. Source: 2025 IRS Form 990.

EIN
33-0701029
Latest 990 filing
Form 990, 2025
Annual giving (2025)
$6,380,721
Grants made (2025)
1
Average grant
$6,380,721
Median grant
$6,380,721
Total assets
$183,691
Primary geography
California (100% of itemized 2025 grant dollars)

Data from IRS Form 990, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990 · View filing

Total Assets

$184K

-97.6% YoY

Annual Giving

$6.4M

+63.3% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$6.4M

+63.3% YoY

How San Diego Charitable Real Estate Foundation gives

  • Giving held roughly steady from 2022 to 2025 (−12%). Method

From the foundation's IRS Form 990 filings. Methodology.

About San Diego Charitable Real Estate Foundation

Based on IRS filings

San Diego Charitable Real Estate Foundation is a public charity focused on Community Improvement & Capacity Building, based in San Diego, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $184K in total assets. In 2025, it awarded 1 grant totaling $6.4M.

Open Grants

1 open opportunity from San Diego Charitable Real Estate Foundation

Your AI grants department

Ready to take the next step with San Diego Charitable Real Estate Foundation?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

San Diego

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$4M$6M$8M1 grant2019 1 grant2020 1 grant2021 1 grant2022 0 grants2023 1 grant2024 1 grant2025

From 2019 to 2025, annual grant giving ranged from $207K (2019) to $7.3M (2022). In 2025 it made 1 grant totaling $6.4M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

San Diego Foundation: $6.4MSan Diego Foundation$6.4M

The largest 2025 recipient was San Diego Foundation ($6.4M).

Grant Size Distribution

4 grants across all recorded years

<$50K$50–100K$100–250K$250–500K$500K–1M2$1–5M2$5M+

The most common grant size was in the $1–5M range: 2 grants of 4 (50%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
San Diego Foundation San Diego, CAFor General Support$6,380,721

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Net Investment Income
$0$2.5M$5M$7.5M$10M2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$183,691$7,498,844$4,080,844
Revenue$-674,052$8,045,715$4,153,801
Expenses$6,591,981$4,556,575$511,742
Net Investment Income$-963,018$468,065$-6,895

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2019 (received by the IRS April 15, 2020)
  2. Updated Form 990 for fiscal year 2020 (received by the IRS May 6, 2021)
  3. Updated Form 990 for fiscal year 2021 (received by the IRS May 5, 2022)
  4. Updated Form 990 for fiscal year 2022 (received by the IRS May 9, 2023)
  5. Updated Form 990 for fiscal year 2024 (received by the IRS April 30, 2025)
  6. Added Form 990 for fiscal year 2025 (received by the IRS April 28, 2026)
  7. IRS filings on file for fiscal years 2019–2024

Leadership & Key People

Officers and directors from IRS filings

San Diego Charitable Real Estate Foundation is led by Cindy J. Bertrand, Board Chair since 2024 (on filings since 2023); none of the 10 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Cindy J. Bertrand

    Board Chair

    Director → Board Chair, 2024

    On filings since 2023

    0.2 hrs/week

    No compensation reported

  • Allan Wasserman

    Director

    On filings since 2019

    0.2 hrs/week

    No compensation reported

  • Joseph A. Delaney

    Director

    On filings since 2020

    0.2 hrs/week

    No compensation reported

  • Mark D. Bitterlin

    Director

    On filings since 2020

    0.2 hrs/week

    No compensation reported

  • Tim Meissner

    Director

    On filings since 2020

    0.2 hrs/week

    No compensation reported

  • Tony Yousif

    Director

    On filings since 2020

    0.2 hrs/week

    No compensation reported

  • Leena Gupta

    Director

    On filings since 2024

    0.2 hrs/week

    No compensation reported

  • James Howell

    Board Treasurer

    On filings since 2019

    2.5 hrs/week

    No compensation reported

  • Mark A. Stuart Cfre

    Board Secretary

    On filings since 2020

    0.2 hrs/week

    No compensation reported

  • Renee Savage

    Board Vice Chair

    Director → Board Vice Chair, 2024

    On filings since 2020

    0.2 hrs/week

    No compensation reported

Former officers (11)
  • Former: Elvin Lai (2023–2024) — Director
  • Former: Elisabeth Eisner Forbes Esq. (2020–2023) — Chair
  • Former: Mark J. Riedy PhD (2020–2023) — Director
  • Former: Hal Dunning (2022–2023) — Vice Chair
  • Former: Steve Sefton (2019–2021) — Board Chair
  • Former: Cher Conner (2019) — Director
  • Former: Gary M. Katz (2019) — Director
  • Former: Janice L. Weinrick (2019) — Director
  • Former: Joe Farrage (2019) — Director
  • Former: Mark Stuart (2019) — Board Secretary
  • Former: Steve Klosterman (2019) — Board Chair

Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about San Diego Charitable Real Estate Foundation

How much does San Diego Charitable Real Estate Foundation give each year?

San Diego Charitable Real Estate Foundation gave $6.4M across 1 grant in 2025, according to its 2025 IRS Form 990. In 2024 it gave $3.9M across 1 grant.

How large is San Diego Charitable Real Estate Foundation?

San Diego Charitable Real Estate Foundation reported $184K in total assets on its 2025 IRS Form 990.

What is San Diego Charitable Real Estate Foundation?

San Diego Charitable Real Estate Foundation is a public charity focused on Community Improvement & Capacity Building, based in San Diego, CA. It holds $184K in total assets as of 2025.

Where does San Diego Charitable Real Estate Foundation operate?

San Diego Charitable Real Estate Foundation has awarded grants in California.

What is San Diego Charitable Real Estate Foundation's EIN?

San Diego Charitable Real Estate Foundation's EIN (Employer Identification Number) is 33-0701029. IRS Form 990 filing data is available on this page for 2019–2025.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Your AI grants department

Here's the math on researching San Diego Charitable Real Estate Foundation by hand.

Explore Open Grants

Browse active grant opportunities in San Diego Charitable Real Estate Foundation's focus areas in our free grants database

Similar Funders

Funders that support many of the same organizations

California Fire Foundation

Sacramento, CA

The California Fire Foundation funds California-based fire departments, firefighter associations, nonprofits, and tribal entities for disaster prevention, preparedness, mitigation, relief, and recovery, with priority for under-resourced communities at elevated risk. Grants are generally up to $25,000; its 2024 median award was $15,000.

Assets

$20.7M

Grants

88

Total Given

$1.5M

Oneoc

Santa Ana, CA

ONEOC’s 2024 grants supported health, human services, and food-related work, with most funding going to California organizations, particularly in Orange County; grants ranged from $5,500 to $325,132, with a median of $17,000. The profile does not state whether ONEOC accepts unsolicited grant requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$7.9M

Grants

56

Total Given

$1.9M

The James & Theodore Pedas Family

Washington, DC

The James & Theodore Pedas Family funds education, health care, arts and entertainment, Greek-American relations, and other charitable organizations. In 2025, grants ranged from $1,000 to $510,000, with a median of $5,250, and were concentrated in Pennsylvania and Washington, DC; it funds only preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$13.4M

Grants

54

Total Given

$1.3M

Sol Price Retailingservice Scholarship Program

San Diego, CA

The sol price retailing/service scholarship provides financial and academic assistance to students from san diego to complete an associate degree while gaining valuable experience through structured community service activities.

Human Services

Assets

—

Grants

3

Total Given

$82K

The Mericos Foundation

Pasadena, CA

The Mericos Foundation supports a range of charitable work, including youth development, mental health, food access, homelessness services, outdoor education, and ocean conservation, with most 2024 grant dollars going to California organizations. Its 100 grants ranged from $2,500 to $135,000, with a median of $18,500. It funds only preselected organizations and does not accept unsolicited requests.

Assets

$56.3M

Grants

100

Total Given

$3.1M

Johnson James Hervey Char Ed Trust

San Diego, CA

The trust funds atheist and secular organizations, natural health and plant-based nutrition initiatives, and related educational activities. Its 2025 grants ranged from $4,600 to $180,000, with a median of $30,000, and went to organizations in several states, especially New York and California. It gives only to preselected organizations and does not accept unsolicited requests.

Assets

$8.0M

Grants

18

Total Given

$629K

The Lampl Family Foundation

Brooklyn, OH

The Lampl Family Foundation supports a varied mix of civic engagement, democracy, humanitarian aid, community services, and food assistance, with 2025 grants ranging from $1,000 to $20,000 and a median of $15,000. It is based in Brooklyn, Ohio, and recent grants went mainly to organizations in Washington, DC, New York, California, Ohio, and New Jersey. It does not accept unsolicited requests and funds only preselected organizations.

Assets

$1.4M

Grants

14

Total Given

$169K

California Healthcare Foundation

Oakland, CA

CHCF funds projects that improve California’s health care system, especially for people with low incomes and communities facing barriers to care; it also invests in health care companies through its Innovation Fund. In 2025, grants ranged from $5,200 to $4.1 million, with a median of $50,000. It focuses on California and accepts unsolicited requests by letter of inquiry.

Assets

$765.4M

Grants

321

Total Given

$39.7M

Illumina Corporate Foundation

Wilmington, DE

The Illumina Corporate Foundation funds access to genomics, STEM education—especially for underrepresented learners—and community impact, with a global emphasis and priority for U.S. communities where Illumina employees live and work. In 2025, grants ranged from $2,500 to $881,989, with a median of $10,000. It accepts applications on a rolling basis and does not limit giving to preselected organizations.

Philanthropy, Voluntarism & Grantmaking

Assets

$22.5M

Grants

40

Total Given

$3.0M

Kyoto Symposium Organization

San Diego, CA

To celebrate lifetime contributions of new kyoto prize laureates, provide education and education support to san diego/so.California/baja ca. Region, and to continue to build outreach throughout North America of the goals of inamori foundation.

Education

Assets

$466K

Grants

1

Total Given

$33K

LPL Financial Foundation Inc

Boston, MA

Assets

$7.8M

Grants

55

Total Given

$2.3M

Arthur Q Johnson Foundation

La Jolla, CA

The Arthur Q Johnson Foundation supports a range of charitable organizations, including those serving children, education, arts and culture, and community needs; nearly all of its 2025 grant dollars went to California. Its 31 grants ranged from $812 to $48,000, with a median of $5,000. It funds only preselected organizations and does not accept unsolicited requests.

Philanthropy, Voluntarism & Grantmaking

Assets

$3.1M

Grants

31

Total Given

$256K

More Funders in California

San Diego Charitable Real Estate Foundation down — hundreds of funders to go?

Want AI to do this for you?